Seattle-Bellevue Chapter Monthly Meeting

AFWA Seattle-Bellevue Monthly Meeting

Health Care and Your Retirement

Tim Swanson, Financial Advisor

Wednesday, May 15, 2024, 6:30 pm – 7:35 pm


Location Details: Zoom

Schedule:
6:30 – 6:45 pm – Welcome and Networking
6:45 – 7:35 pm – Presentation

Event Details:

Most of us need more medical care as we get older. With looming health care costs, we would do well to understand our options and plan ahead, whether it’s for yourself, your loved ones, or clients. This seminar addresses what steps individuals should take to prepare for health care costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy.

Speaker Bio:

Tim Swanson found his true calling over a decade ago when he managed an online investment and financial market education service for three years. Connecting with people one on one as an educator and seeing the real positive impact he was able to have on their investments and goals was incredibly inspiring. Today, he continues to help clients reach their financial goals as an Edward Jones advisor, which he has been for 5 years.

As a proud Navy veteran, Tim served for 12 years on three different submarines here in Washington. He holds a degree in facilities engineering and is a graduate of the Navy’s Nuclear Engineering Officer program. He strives to apply the same systematic, disciplined approach from his engineering background to helping clients reach their financial goals.

Originally from southern California, Tim fell in love with Seattle when he was stationed int he area years ago. He is a husband and father of two wonderful children and a big fan of nerd culture, science fiction, football and travel.

Price:
Members: $10
Non-Members: $20
Students: Free


Click here to RSVP. Reservation deadline is at 5pm on Tuesday, May 14, 2024.

Please email [email protected] if you have any questions.